Jonathan Alberto Izquierdo
Investment adviser representative at Merrill Lynch, Pierce, Fenner & Smith Incorporated
10 yearsExperience
2 statesRegistered in
$1.8TFirm assets
47 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- Bank of America, N.A.Dec 2024 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2024 to now
- UnemployedJul 2024 to Sep 2024
- University of California, IrvineSep 2022 to Jun 2024
- Wells FargoDec 2021 to Oct 2023
- UnemployedSep 2021 to Dec 2021
- Fenton MovingMay 2021 to Oct 2021
- Orange Coast CollegeJan 2019 to May 2022
- Ebo Pizza Operating CorpDec 2017 to Mar 2018
- Health Market AdvisorsSep 2016 to Nov 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Merrill Lynch, Pierce, Fenner & Smith Incorporated
$1.8TAssets managed
1,838,984Clients
25,558Advisers
47 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 8003231
- Firm CRD
- 7691